Your source for quality
Continuing Education
conveniently designed to fit your busy schedule as a financial professional.
Numerous courses available free for IFB Members!
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Best Practices for Successful Practice Succession
Member: $18 / Non-Member: $23
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Learn the main elements involved to ensure smooth and value-creating successions, for both advisors and clients.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life, A&S, & General
- BC: 1 Life/ A&S
- ON: 1 Life
- SK: 1 Life
Understanding Assuris Protection
Member: $18 / Non-Member: $23
Explores how Assuris safeguards policyholders if a life and health insurer fails. Through real-life scenarios, you'll gain tools to reassure clients, enhance your knowledge, and provide peace of mind at the point of sale and beyond.
Credits
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/ A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Healthcare Challenges in Canada
Member: $18 / Non-Member: $23
Discover how Best Doctors Canada Insurance provides access to top-tier medical services worldwide. This session highlights the unique benefits of coverage, from emergency care to specialist consultations and extended hospital stays, empowering you to meet diverse medical needs globally.
Credits:
- FP Canada: 1 Product
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Affording Senior Living
Member: $18 / Non-Member: $23
This session explores the costs of senior living, comparing retirement communities with homecare while debunking the "free aging at home" myth. Learn strategies to fund retirement living, invest home proceeds, access government benefits, and balance costs with preserving inheritance.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life & General
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Canadian Public/Private Healthcare Landscape
Member: $18 / Non-Member: $23
Dive into the beginnings of Universal Healthcare in Canada, how it has evolved over the years and most importantly. This session will assist the advisor in navigating private healthcare options such as insurance companies and other benefit providers for their clients.
Credits:
- FP Canada: 1 Product
- MFDA: 1 Professional Development,
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Managing your E&O Risk - Let’s Talk Claims
Member: $18 / Non-Member: $23
Familiarize yourself with common allegations and claim scenarios that could arise in your profession or personal life, and discover best practices to minimize the likelihood of claims being filed against you. Plus, how to ensure you are prepared for the process in the event you do need to report a claim.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Business Conduct – Other
- MB: 1 Life/A&S
- AB: 1 Life, General, A&S
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
The New Factory Thinker 2030
Member: $18 / Non-Member: $23
This presentation introduces financial advisors to ‘New Factory Thinking,’ a strategy for evolving beyond traditional financial services by focusing on innovation and creating new value. It outlines methods to grow a financial advisory practice by attracting higher quality clients, increasing profitability, and working more efficiently.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
What, Me Worry? Cybersecurity and the Independent Financial Professional
Member: $18 / Non-Member: $23
Knowing how to protect your business, and your client’s data begins with understanding the risk. Roberta Tasson, Senior VP of Professional and Financial Services, will reveal vulnerabilities like ransomware and phishing and provide a roadmap to protect your business and client data.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Business Conduct – Other
- MB: 1 Life/A&S
- AB: 1 Life & General
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Why Advisors Need To Understand Pension Laws For Their Business Clients
Member: $18 / Non-Member: $23
Explore how pension laws can benefit entrepreneurs. Learn tax-saving strategies, advantages of upgrading from RRSPs to pensions, and tailored solutions for business clients' retirement planning needs.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
A White Sheet of Paper Approach for a Decade Full of Surprises
Member: $18 / Non-Member: $23
Join Jonathan Lo, VP at AGF, as he examines the evolving macroeconomic and political landscape. Gain data-driven insights into market conditions, emerging investment opportunities, and strategies for navigating risks in an unpredictable world.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Beyond the Balance Sheet: Tax Strategies and Updates for 2024
Member: $149 / Non-Member: $199
This informative four-part web series available both live and on-demand, is tailored for financial professionals looking to stay ahead of the dynamic landscape of taxation. Each quarter, we'll be joined by an expert speaker, diving into the latest tax strategies and updates for 2024. Access the on-demand sessions, as they become available or learn more about how to register.
- 4.00 FP Canada: (Financial Planning )
- 4.00 Life (MB, BC, AB, ON, SK)
- 4.00 MFDA (Professional Development
Health and Travel Innovation 2023
Member: FREE / Non-Member: $25
Paul Bachnivsky and Bill Walker discuss how Blue Cross Plans offer a comprehensive risk management solution tailored to evolving client needs and the dynamic healthcare and travel landscape.
Credits
- FP Canada: 1 Product (#14264)
- MB: 1 (#43011)
- AAC: 1 A&S, 1 General (#66583)
- MFDA: 1 Professional Development, (#1000005322)
- BC: 1 Life and/or A&S , (#43011)
- ON: 1 Life
- SK: 1 Life
Free, Fast, and Independent: Connecting your clients with the Ombudservice for Life and Health Insurance
Member: FREE / Non-Member: $14
The OmbudService for Life and Health Insurance (OLHI) is a free, fast, independent, and impartial alternative dispute resolution public service for Canadian life and health insurance consumers. In this 30 minute session, learn how OLHI provides accurate and accessible information about life and health insurance concerns.
Credits:- MB: 0.5 (#43012)
- AAC: 0.5 A&S, 0.5 Life, (#66584)
- BC: 0.5 Life and/or A&S , (#43012)
- ON: 0.5 Life
- SK: 0.5 Life
What you need to know about Assuris
Member: $17 / Non-Member: $23
Assuris will provide an overview of policyholder protection, including enhanced levels and available resources for independent financial professionals to support client education. The presentation will cover Assuris' mission, role, principles of protection, application to insurance benefits, calculation examples, and information resources for advisors and clients.
Credits:
- FP Canada: 1 Financial Planning (#14070)
- MB: 1 (#42971)
- AAC: 1 A&S, 1 Life, (#66373)
- MFDA: 1 Professional Development, (#1000004965)
- BC: 1 Life and/or A&S, (#42971)
- ON: 1 Life
- SK: 1 Life
Global Medical Care: Your Path to Optimal Private Healthcare Coverage
Member: $17 / Non-Member: $23
Discover the benefits of Best Doctors Canada Insurance, offering comprehensive global medical coverage and access to top-tier medical professionals. Gain insights into personalized care options and convenient access to services worldwide, ensuring your well-being no matter where life leads.
Credits:
- FP Canada: 1 Product (#13943)
- MB: 1 (#42741)
- AAC: 1 A&S, (#66056)
- MFDA: 1 Professional Development, (#1000004650)
- BC: 1 Life and/or A&S , (#42741)
- ON: 1 Life
- SK: 1 Life
Unlocking Opportunities: Strategic Partnerships with Senior Living for Financial Professionals
Member: $17 / Non-Member: $23
Unlock the potential of senior living collaborations to differentiate yourself as a forward-thinking financial planner. Learn strategies for initiating and nurturing partnerships to provide tailored financial solutions, increase customer confidence, and enhance brand image with senior clients.
Credits:
- FP Canada: 1 Financial Planning (#13944)
- MB: 1 (#42742)
- AAC: 1 A&S, 1 Life, 1 General (#66057)
- MFDA: 1 Business Conduct – Other, (#1000004652)
- BC: 1 Life and/or A&S , (#42742)
- ON: 1 Life
- SK: 1 Life
The Corporate Estate Transfer Strategy
Member: $17 / Non-Member: $23
The presentation offers insights into the corporate estate transfer strategy, demonstrating its potential to grow your estate while minimizing tax implications upon death. Through a case study, we illustrate the advantages of holding a participating whole life insurance policy in a corporation, highlighting its benefits, flexibility, and how our team can support you in providing tailored advice to your clients.
Credits:
- FP Canada: 1 Financial Planning (#13945)
- MB: 1 (#42743)
- AAC: 1 Life, (#66058)
- MFDA: 1 Professional Development, (#1000004653)
- BC: 1 Life and/or A&S , (#42743)
- ON: 1 Life
- SK: 1 Life
Optimize Succession: Finding Your Successor and Structuring the Deal
Member: $17 / Non-Member: $23
Advisor Hunt's presentation will focus on maximizing wealth for established financial advisors by covering topics like finding successors, structuring buy/sell transactions, and optimizing retirement planning. Attendees will gain insights into leveraging competitive advantages in the evolving financial services industry, driving client satisfaction, retention, and career growth.
Credits:
- FP Canada: 1 Practice Management (#13948)
- MB: 1 (#42746)
- AAC: 1 A&S, 1 Life, 1 General (#66060)
- MFDA: 1 Professional Development, (#1000004656)
- BC: 1 Life and/or A&S , (#42746)
- ON: 1 Life
- SK: 1 Life
Managing your E&O Risk: Protect Yourself from Claims
Member: $17 / Non-Member: $23
Overview:
Navigating the complex landscape of professional responsibilities and legal risks requires diligence, foresight, and a commitment to best practices. By proactively addressing client concerns, implementing robust risk management strategies, and promptly reacting to claims, professionals can safeguard their reputations and livelihoods in an increasingly litigious environment.
Credits:
- FP Canada: 1 Practice Management (#13978)
- RIBO: 1 Technical
- MB: 1 (#42754)
- AAC: 1 A&S, 1 Life, 1 General (#66370)
- MFDA: 1 Business Conduct – Other, (#1000004679)
- BC: 1 Life and/or A&S, (#42754)
- ON: 1 Life
- SK: 1 Life
Urban Legends of the Simplified Issue: Breaking Down the Myths
Member: $17 / Non-Member: $23
This session aims to raise awareness of cybersecurity risks by identifying new hacking trends and improving cybersecurity practices. Additionally, it will debunk myths surrounding simplified issue policies, clarify the role of MIB and its codes, identify business opportunities in simplified issue policies, and demonstrate that they can be cost-effective with no more exclusions than regular underwriting contracts.
Credits:
- FP Canada: 1 Product (#14048)
- MB: 1 (#42972)
- AAC: 1 A&S, 1 Life, (#66372)
- MFDA: 1 Professional Development, (#1000004742)
- BC: 1 Life and/or A&S , (#42972)
- ON: 1 Life
- SK: 1 Life
Trends in Deglobalization and the Outlook for Shareholder Yield in an Uncertain Market
Member: $17 / Non-Member: $23
This session covers the following topics:
• Macro View: Deglobalization
• Shareholder Yield: Investment Philosophy & Process
• Shareholder Yield: How a Portfolio Focused on Shareholder Yield Can Help Your Clients Navigate an Uncertain Market
Credits:
- FP Canada: 1 Financial Planning (#14049)
- MB: 1 (#42973)
- AAC: 1 Life, (#66374)
- MFDA: 1 Professional Development, (#1000004743)
- BC: 1 Life and/or A&S, (#42973)
- ON: 1 Life
- SK: 1 Life
Revealing Hidden Realities: Unveiling What Buyers and Sellers Don't Know
Member: $17 / Non-Member: $23
Are you 0-3 years away from exiting the business? 4-6? Or maybe you don't foresee exiting the business until 7+ years. Each time horizon has critical questions you need to answer today. Roland will share his experience and key considerations for each time horizon in the hopes advisors will better understand their readiness and most importantly what comes next!
Credits:
- FP Canada: 1 Practice Management (#14225)
- MB: 1 Life and/or A&S (#42974)
- AAC: 1 A&S, 1 Life, 1 General (#66582)
- MFDA: 1 Professional Development, (#1000005084)
- BC: 1 Life and/or A&S , (#42974)
- ON: 1 Life
- SK: 1 Life
RBC Webinar: Taxation Principles - Life Insurance
Member: $19 / Non-Member: $34
This 2-hour presentation will explain life insurance taxes. Mitch Singer from RBC will talk about the general rules and how to get to the cash value.
Starting with a look at the differences between individual and company ownership, the presenter will also explain how to figure out the adjusted cost basis, go over the net cost of pure insurance, touch on the CDA account, and give an overview of the Exempt test.
After going through these details, we'll also look at the differences between Universal Life Insurance and participating life insurance to help the audience better understand the distinctions and how they can meet their clients' needs.
The second part of the presentation will cover accessing cash values through policy loans, withdrawals, and collateral loans.
To finish, the presentation will talk about individual estate transfers and compare life insurance to non-registered accounts through a review of growth.
Credits:
- FP Canada: 2 Financial Planning (#14012)
- MB: 2 (#43011)
- AAC: 2 Life, (#66181)
- MFDA: 2 Professional Development, (#1000004740)
- BC: 2 Life and/or A&S , (#43011)
- ON: 2 Life
- SK: 2 Life
CE Bundle: RIBO Edition 2023
Member: $69 / Non-Member: $129
Get access to six RIBO CE accredited courses in one convenient package!
Credit details:
- 6 hours of RIBO-accredited CE (2 Personal, 2 Technical, 2 Management)
- 6 hours of CE for Life (ON, SK)
- 6 hours of FP Canada accredited CE for CFP professionals
- 6 hours for AIC (6 Life; 4 A&S; 4 General)
- 5 hours for Life/A&S (BC)
- 6 hours for Life/A&S (MB)
Tax Strategies for Troubled Times
Member: $59 / Non-Member: $89
Join IFB Board Chair Sheldon Stier, along with tax professionals Oscar Torres and Jean-Pierre Laporte, as they provide insights into maximizing loss utilization, utilizing Capital Gains Strip transactions, understanding the impact of increased prescribed rates, employing the Smith Maneuver, utilizing Canada's pension legislation for retirement planning, and demonstrating the application and potential tax savings through case studies.
Credits:
- FP Canada: 3 Financial Planning (#12513)
- MB: 3 (#40733)
- AAC: 3 Life, (#63652)
- BC: 3 Life and/or A&S , (#40733)
- ON: 3 Life
- SK: 3 Life
A Deep Dive into the Strategy and Practical Considerations of Buying and Selling a Business
Member: $64 / Non-Member: $114
In this 3-hour session, Roland Chan, founder and CEO of FindBob and the engine behind Coming Up Next™, the IFB business continuity platform, will uncover critical decisions and actionable steps advisors should take when considering selling or acquiring a practice.
Credits:
- FP Canada: 3 Practice Management (#11449)
- MB: 3 (#38963)
- AAC: 3 A&S, 3 Life, 3 General (#62323)
- MFDA: 3 Professional Development, (#1000001232)
- BC: 3 Life and/or A&S , (#38963)
- ON: 3 Life
- SK: 3 Life
Become a Tech Pro: 4-Part Series
Member: $49 / Non-Member: $99
Gain all the skills and confidence you need to navigate the virtual world with these 4 courses, presented by CEO and Founder of Mind Surface, Matthew Gray.
- 4 hours for Life/A&S (MB)
- 4 hours for FP Canada Practice Management
- 4 hours AAC accredited CE (4 Life, 4 General)
- 4 hours of RIBO accredited CE
Bridging the Gap: Exploring Solutions for Improved Healthcare Access in Canada
Member: $18 / Non-Member: $23
Learn how the healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.
Credits:
- FP Canada: 1 Product (#12968)
- MB: 1 (#41108)
- AAC: 1 A&S, (#64553)
- MFDA: 1 Professional Development, (#1000003426)
- BC: 1 Life and/or A&S , (#41108)
- ON: 1 Life
- SK: 1 Life
Cascading Life Insurance - Tax Efficient Intergenerational Wealth Transfer
Member: $18 / Non-Member: $23
In this presentation, we will explore Cascading Life Insurance, a tax-efficient strategy for intergenerational wealth transfers, explaining the steps to implement it and showcasing its benefits through a case study. We will also discuss the features of our PAR whole life solution and how our team can assist in meeting your clients' needs.
Credits:
- FP Canada: 1 Financial Planning (#12970)
- MB: 1 (#41109)
- AAC: 1 Life, (#64555)
- MFDA: 1 Professional Development, (#1000003431)
- BC: Life and/or A&S , (#41109)
- ON: 1 Life
- SK: 1 Life
A Good Plan Today Is Better Than A Perfect Plan Tomorrow
Member: $18 / Non-Member: $23
Learn from Roland Chan, CEO of FindBob, as he highlights the importance of succession planning beyond retirement and shares insights on when to start, emphasizing that the right time to begin is now.
Credits:
- FP Canada: 1 Practice Management (#13164)
- MB: 1 (#41721)
- AAC: 1 A&S, 1 Life, (#64560)
- MFDA: 1 Professional Development, (#1000003563)
- BC: 1 Life and/or A&S , (#41721)
- ON: 1 Life
- SK: 1 Life
Understanding your Risk: “Cyber” and Privacy-Related Claims
Member: $18 / Non-Member: $23
This session aims to guide Financial Advisors in recognizing and managing cyber-security and privacy-related risks, addressing scenarios like email mishaps, suspicious instructions, and system compromise. Learn how to mitigate these issues, understand investigation and mitigation processes, and minimize the impact of security-related risks through awareness and preparedness.
Credits:
- FP Canada: 1 Practice Management (#13152)
- RIBO: 1 Technical
- MB: 1 (#41720)
- AAC: 1 Life, 1 General (#64559)
- MFDA: 1 Business Conduct – Other, (#1000003562)
- BC: 1 Life and/or A&S , (#41720)
- ON: 1 Life
- SK: 1 Life
Global Outlook: Moving Fast and Breaking Things
Member: $18 / Non-Member: $23
Gain insights from Drummond Brodeur, lead Portfolio Manager for the Global Income and Growth Fund, as he discusses the global macro-outlook, including inflation, federal policy, and their impacts on economies and markets, while exploring fund strategies for navigating through market turmoil and using innovation in driving growth in uncertain times.
Credits:
- FP Canada: 1 Financial Planning (#13223)
- MB: 1 (#41716)
- AAC: 1 Life, (#64958)
- MFDA: 1 Professional Development, (#1000003706)
- BC: 1 Life and/or A&S , (#41716)
- ON: 1 Life
- SK: 1 Life
Behavioural Insights and Financial Behaviour
Member: $18 / Non-Member: $23
Behavioural finance expert, Sasha Tregebov, explores the impact of cognitive biases and heuristics on financial decision-making, understanding concepts like loss aversion and the disposition effect through practical case studies. Learn new approaches to assist clients in making better financial decisions by mitigating the impact of these biases.
Credits:
- FP Canada: 1 Financial Planning (#13169)
- MB: 1 (#41717)
- AAC: 1 Life, 1 General (#64959)
- MFDA: 1 Professional Development, (#1000003566)
- BC: 1 Life and/or A&S , (#41717)
- ON: 1 Life
- SK: 1 Life
The Future-Ready Advisor
Member: $18 / Non-Member: $23
Join IFB President and Chairman Sheldon Stier to explore key compliance practices, valuable book additions, and preparation for unexpected absences or planned retirement, equipping you with resources and tools to stay ready for what lies ahead.
Credits:
- FP Canada: 1 Practice Management (#13165)
- MB: 1 (#41722)
- AAC: 1 A&S, 1 Life, (#64561)
- MFDA: 1 Business Conduct – Other, (#1000003564)
- BC: 1 Life and/or A&S , (#41722)
- ON: 1 Life
- SK: 1 Life
Protecting Yourself and Your Clients: E&O Insurance Essentials for Financial Professionals
Member: $18 / Non-Member: $23
Discover the essentials of E&O insurance from Roberta Tasson, partner at The Magnes Group, as she shares insights on policy features, exclusions, and market trends. Gain the knowledge necessary to make informed decisions and provide tailored insurance and risk management solutions to your clients.
Credits:
- FP Canada: 1 Practice Management (#13166)
- RIBO: 1 Technical
- MB: 1 (#41715)
- AAC: 1 Life, 1 General (#64957)
- MFDA: 1 Business Conduct – Other, (#1000003565)
- BC: 1 Life and/or A&S , (#41715)
- ON: 1 Life
- SK: 1 Life
Small Business is BIG Business
Member: $14 / Non-Member: $23
This presentation explores the growth of small businesses in Canada and their under-served insurance needs. It includes statistical data, case studies, and guidance for financial advisors to understand the impact of premature death, disability, or critical illness on these businesses and assist with estate and business planning.
Credits:
- FP Canada: 1 Practice Management (#11994)
- MB: 1 (#40337)
- AAC: 1 A&S, 1 Life, 1 General (#62847)
- MFDA: 1 Professional Development, (#1000001668)
- BC: 1 Life and/or A&S , (#40337)
- ON: 1 Life
- SK: 1 Life
Let’s Simplify it! Breaking Down Concepts of Living Benefits
Member: $14 / Non-Member: $23
In this presentation, we will not only share a better understanding, but help to clear up misunderstandings about what we think we know about Living Benefits, their place, their purpose and how we can simplify the plan.
Credits
- FP Canada: 1 Product (#11993)
- MB: 1 (#40336)
- AAC: 1 A&S, (#62846)
- MFDA: 1 Professional Development, (#1000001697)
- BC: 1 Life and/or A&S , (#40336)
- ON: 1 Life
- SK: 1 Life
Navigating the Changes to Healthcare in Canada
Member: $14 / Non-Member: $23
Canada's growing wait times for surgeries, both elective and major, are unacceptable, particularly if your condition is not considered an immediate necessity. The pandemic has led to the suspension of around 300,000 surgeries in the Canadian healthcare system. This decision will have a lasting impact on families and clients. Let's discuss the evolving healthcare landscape in Canada and explore strategies to navigate these changes and find suitable plans for your clients.
Credits:
- FP Canada: 1 Product (#11919)
- MB: 1 (#40329)
- AAC: 1 A&S, (#62725)
- MFDA: 1 Professional Development, (#1000001626)
- BC: 1 Life and/or A&S , (#40329)
- ON: 1 Life
- SK: 1 Life
Financial Advisory M&A: Financing as a Strategic Option
Member: $14 / Non-Member: $23
Gain insights on capital availability in a cash flow specific industry, including different structures, terms, and associated pros and cons. Advisors will develop an understanding of the credit process, be better prepared for lender conversations and applications, and learn about transaction structuring options and common mistakes through case studies, empowering them to strategically think about financing options for growth strategies and determine business valuations.
Credits:
- FP Canada: 1 Practice Management (#11920)
- RIBO: 1 Management
- MB: 1 (#40330)
- AAC: 1 A&S, 1 Life, (#62726)
- MFDA: 1 Professional Development, (#1000001627)
- ON: 1 Life
- SK: 1 Life
Planning Your Retirement with Critical Illness Insurance
Member: $14 / Non-Member: $23
Andrew Oswald of Beneva explores the psychological factors influencing clients' focus on investment gains and reluctance to discuss critical illness insurance. Learn why retiree and pre-retiree clients should perceive their health as a significant retirement risk and discover steps to mitigate the financial impact of critical illness, empowering you as their trusted advisor to address the topic effectively.
Credits:
- FP Canada: 1 Financial Planning (#11923)
- MB: 1 (#40333)
- AAC: 1 A&S, 1 Life, 1 General (#62729)
- MFDA: 1 Professional Development, (#1000001663)
- BC: 1 Life and/or A&S , (#40333)
- ON: 1 Life
- SK: 1 Life
Retirement Planning with Life Insurance
Member: $14 / Non-Member: $23
This presentation equips advisors with strategies to help clients diversify retirement savings through life insurance, addressing current trends and challenges in retirement planning. It highlights the tax advantages of this approach and emphasizes the protection critical illness insurance offers for retirement savings, accompanied by a case study and an overview of Foresters Financial and Member Benefits.
Credits:
- FP Canada: 1 Practice Management (#11921)
- MB: 1 (#40331)
- AAC: 1 A&S, 1 Life, (#62727)
- MFDA: 1 Professional Development, (#1000001660)
- BC: 1 Life and/or A&S , (#40331)
- ON: 1 Life
- SK: 1 Life
Understanding Care and Support Options in Canadian Retirement Homes
Member: $14 / Non-Member: $23
The purpose of this session is to explore the necessities of proactive planning by reviewing the various lifestyle options available in retirement living settings. You will learn about the continuum of care and how your clients can best prepare financially to accommodate their changing and evolving needs over time.
Credits:
- FP Canada: 1 Financial Planning (#11997)
- MB: 1 (#40339)
- AAC: 1 A&S, (#62848)
- MFDA: 1 Professional Development, (#1000001699)
- BC: 1 Life and/or A&S , (#40339)
- ON: 1 Life
- SK: 1 Life
A Secure Way to Grow Your Savings
Member: $14 / Non-Member: $23
Learn about GICs and how fixed income investments can provide a secure way to grow your client's savings. Given the aging Canadian population the importance of secure investments that can provide stable income has increased over the years. At the end of the presentation, you will understand the types of GICs offered and their specific features as well as how to complete the documentation. This will allow you to better assist your clients as well as increase your value as a trusted advisor.
Credits:
- FP Canada: 1 Product (#11925)
- MB: 1 (#40335)
- AAC: 1 Life, (#62731)
- MFDA: 1 Professional Development, (#1000001629)
- BC: 1 Life and/or A&S , (#40335)
- ON: 1 Life
- SK: 1 Life
The Importance of Travel Insurance: Keeping your clients protected
Member: $14 / Non-Member: $23
Canadian travellers often assume that their provincial health care program will cover medical emergencies abroad, but this is not the case. Without travel insurance, medical expenses can quickly deplete lifelong savings. For over 25 years, Tour+Med has been offering reliable coverage and exceptional service to travellers, aiming to become a trusted leader in travel and health insurance.
Credits:
- FP Canada: 1 Product (#11995)
- RIBO: 1 Technical
- MB: 1 (#40338)
- AAC: 1 A&S, 1 General (#62849)
- MFDA: 1 Professional Development, (#1000001670)
- BC: 1 Life and/or A&S , (#40338)
- ON: 1 Life
- SK: 1 Life
CRM Best Practices: 5 Ways to Build your Book of Business
Member: $14 / Non-Member: $23
Strengthen your business with the power of CRM and take "relationships management" to the next level by:
- Communication and Compliance
- Calendaring and Follow-ups
- Prospect and Client Profiles
- Next Level Client Service
- Building your Book of Business
Credits:
- FP Canada: 1 Practice Management (#11922)
- MB: 1 (#40332)
- AAC: 1 Life, 1 General (#62728)
- MFDA: 1 Professional Development, (#1000001628)
- ON: 1 Life
- SK: 1 Life
Protecting depositors under CDIC rules
Member: $14 / Non-Member: $23
CDIC will provide an overview of the organization and an update on the deposit insurance coverage, including the types of deposits that are covered, and the coverage limits.
CDIC will also discuss topics of interest to independent financial professionals, such as ongoing digital innovation of the financial sector, including crypto-assets. families.
Credits:
- FP Canada: 1 Product (#11924)
- MB: 1 (#40334)
- AAC: 1 Life, (#62730)
- MFDA: 1 Professional Development, (#1000001664)
- BC: 1 Life and/or A&S , (#40334)
- ON: 1 Life
- SK: 1 Life
2024 On-Demand Fall Summit
Member: $179 / Non-Member: $229
Missed the live-stream?
Our 2024 Virtual Fall Summit is now available on-demand, featuring all ten sessions.
This event is approved for up to 10 hours of CE for Life, FP Canada, AIC, and MFDA.
Why Become a Certified Executor Advisor
Member: Free / Non-Member: $24
Join CICEA President, Mark O'Farrell, for a Q&A Session on the CEA program and learn how it can benefit you and your practice.
Credits:
- FP Canada: 1 Practice Management (#11683)
- MB: 1 (#39864)
- AAC: 1 Life, (#62324)
- BC: 1 Life and/or A&S , (#38174)
- ON: 1 Life
- SK: 1 Life
Be Prepared: Developing a Transition Game Plan
Member: FREE / Non-Member: $24
Learn about growth and perpetuation strategies, how to determine the best strategy for you, and the necessary steps to put a solid plan in place from expert in business continuity issues, Roland Chan, CEO & Founder of FindBob.
Credits:
- RIBO: 1 Management
- MB: 1 (#37631)
- AAC: 1 Life, 1 General (#58819)
- BC: 1 Life and/or A&S , (#37631)
- ON: 1 Life
- SK: 1 Life
Keeping Yourself out of Litigation Trouble
Member: $18 / Non-Member: $28
This presentation will examine the most important legal cases asserting claims against independent financial planners. We will examine what occurred, how the Judge ruled on the case and then discuss how the lawsuit could have been entirely avoided. This will be a valuable tool in your risk management arsenal when confronted with an increasingly litigation-oriented society.
Credits:
- RIBO: 1 Management
- MB: 1 (#37650)
- AAC: 1 Life, 1 General (#59104)
- BC: 1 Life and/or A&S , (#37650)
- ON: 1 Life
- SK: 1 Life
Life and Health Insurance Examination Process
Member: Free / Non-Member: $20
Learn about the Financial Services Regulatory Authority's life and health insurance agent examination process, and the business practices that life agents should be following to ensure a successful examination outcome. (Previously offered as a Live Webinar)
Credits:
- MB: 1 (#38174)
- AAC: 1 A&S, 1 Life, (#59826)
- BC: 1 Life and/or A&S , (#38174)
- ON: 1 Life
- SK: 1 Life
Seniors and Technology: Lessons Learned from the Shift to Virtual Selling
Member: $14 / Non-Member: $24
Amanda Richards of Chartwell Retirement Residences shares some of the lessons learned in working with senior clients during the pandemic. (Previously offered at the IFB 2021 Fall Virtual Summit)
Credits:
- RIBO: 1 Personal Skills
- MB: 1 (#37415)
- AAC: 1 A&S, 1 Life, 1 General (#58605)
- BC: 1 Life and/or A&S , (#37415)
- ON: 1 Life
- SK: 1 Life
Understanding Retirement Living Affordability
Member: FREE / Non-Member: $20
Learn how to talk to your clients about retirement living with Amanda Richards, Director of Business Development and Community Integration with Chartwell Retirement Residences.
Credits:
- MB: 1 (#37702)
- AAC: 1 A&S, 1 Life, (#59148)
- BC: 1 Life and/or A&S , (#37702)
- ON: 1 Life
- SK: 1 Life
Help Your Clients Access the Cash Surrender Value in their Whole Life Policy
Member: $15 / Non-Member: $25
Danielle Pears, Internal Business Development Manager with Equitable Bank's Wealth Solutions Team, brings you information on credit products for clients looking for quick access to tax-free cash.
Credits:
- MB: 1 (#36309)
- AAC: 1 Life, (#63787)
- BC: 1 Life and/or A&S , (#36309)
- ON: 1 Life
- SK: 1 Life